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Hot Market Topics

Is Inflation About to Wreak Havoc with Dollar General?

Whether inflation is transitory or durable continues to be the debate in the markets, but the very clear fact as shown in yesterday’s CPI data is that inflation is raging right now and while investors may dismiss its impact the reality is that it’s likely to take its toll on dollar retailers even sector leaders such as Dollar General.

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The Biggest Risk to Stocks is Not What You Think

With quarterly earnings reports coming up the focus of equity investors will be on guidance for the rest of the year forward. But while growth will be critical to further stock gains investors may be underestimating a far bigger risk to performance – multiple contraction.

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The Death of Meme Stocks

The meme stock strategy predicated on the sustained and coordinated buying of some of the most worthless and heavily shorted securities in the US markets in order to generate massive explosions in price is quickly losing its luster.

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You Can’t Trade Like a Market Maker

In a fascinating Odd Lots podcast with Tracy Alloway and Joe Wiesenthal he takes the audience on a wild stream of consciousness ride that explains the most arcane details of the fractured modern electronic market structure and Virtu’s attempt to provide intermediation in every major marketplace in the world.

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MACRO Trading Guides to the Biggest Investment Themes

The Biggest Risk to Stocks is Not What You Think

With quarterly earnings reports coming up the focus of equity investors will be on guidance for the rest of the year forward. But while growth will be critical to further stock gains investors may be underestimating a far bigger risk to performance – multiple contraction.

Read More »

Is Ethereum a Better Crypto Bet?

A leaked research report from Goldman Sachs suggests that going forward Ethereum may be a much better crypto bet for the long term. Ethereum is the number two most popular crypto asset in the space and it differs from Bitcoin in a variety of ways.

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